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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,806 | $76,551+93.1% | $123,894+19.3% | $62,881+135.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $11,467 | $2,882+297.8% | $4,617+148.4% | $2,281+402.7% |
| Participant deferral / active EE | $6,984 | $4,840+44.3% | $5,984+16.7% | $3,203+118.0% |
| Admin fee / account holder | $192 | $4,826-96.0% | $8,357-97.7% | $4,296-95.5% |